All Models

Sales Capacity model

Model the Sales capacity of your current workforce using Top-down and Bottom-up approaches

Understand the current capacity of the sales team, and understand how to grow and ramp the team to hit sales targets

What is the Sales Capacity Model?

The Sales Capacity Model is a strategic financial tool designed to empower businesses in the analysis and optimization of their sales resources. This model places a focused lens on estimating, managing, and maximising the sales capacity of a company, evaluating various factors influencing sales performance and productivity.

The model adopts two approaches - Top Down and Bottom Up. The Top Down approach assumes an initial revenue per region, while the Bottom Up approach maintains the same assumption but is driven by the number of account executives. Using assumptions around Annual quota, individual ramping, seasonality, and other pertinent sales-related metrics, it aims to project and optimise potential sales output based on available resources and operational efficiency.

What Blocks does the Sales Capacity model contain?

Summary - Outlines the summary of Top Down Plan and Bottom Up Plan.

Top Down Plan - A top down method of planning for sales capacity by region.

Bottom Up Plan - A bottom up method of planning for sales capacity by account executives.

Pipeline - Illustrates shows the flow of bookings and Sales Qualified Leads (SQLs)

SDR Forecast - Forecasting the number of Sales Qualified Leads (SQL) by the Sales Development Representative (SDR)

SDR Assumptions - Assumptions that drives the Pipeline and SDR Forecast block

When should you be modelling your business?

The Sales Capacity Model is valuable in several scenarios within a business:

  1. Resource Planning: Use this model when planning sales resource allocation. It helps in determining the optimal size of the sales team, setting realistic sales targets, and aligning resources with sales goals.
  1. Sales Forecasting: Businesses can leverage this model to forecast future sales performance based on different scenarios. By adjusting variables such as team size, productivity levels, or sales strategies, companies can assess potential outcomes and plan accordingly.
  1. Performance Improvement: When seeking to enhance sales team productivity and efficiency, this model becomes crucial. It allows for identifying bottlenecks, optimising processes, and implementing strategies to improve overall sales performance.

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